How to connect InTouch Tool + Streak
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- All Followups SentTriggers when all followups were sent and there were no reply.Trigger
- New ConnectionTriggers when a person connects with you on LinkedIn.Trigger
- First ReplyTriggers when a prospect responds on LinkedIn for the first time.Trigger
- Create a ProspectCreates a prospectAction
- Pause a ProspectPauses prospect from further communication so they won't receive any messages moving forward.Action
- Box Change PipelineTriggers when a Box is moved between Pipelines.Trigger
- Box Change StageTriggers when a box changes Stage.Trigger
- Updated BoxTriggers when a Field on a Box is updated.Trigger
- Streak
Triggers when the counter for emails received on a box changes.
Instant
Trigger
- Streak
Triggers when a Comment is made on a Box in a Pipeline.
Instant
Trigger
- Streak
Triggered when a contact is updated.
Instant
Trigger
- Streak
Triggered when a new box is created.
Instant
Trigger
- Streak
Triggered when a new contact is created.
Instant
Trigger
- Streak
Triggers when a Task is completed.
Instant
Trigger
- Streak
Triggers when a Task is created.
Instant
Trigger
- Streak
Triggers when a Task becomes due, but it not yet completed.
Instant
Trigger
- Streak
Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.
Scheduled
Action
- Streak
Checks for an existing organization based on website. Creates a new organization or updates the existing organization and adds the organization to a specified box.
Scheduled
Action
- Streak
Create a new box.
Scheduled
Action
- Streak
Create a comment on a box.
Scheduled
Action
- Streak
Create a new Task on a Box.
Scheduled
Action
- Streak
Edit fields, stage, assigned to, name and notes on an existing box.
Scheduled
Action
- Streak
Edit a task by providing box key and task text or by providing a task key.
Scheduled
Action
- Streak
Retrieve a file by providing the file key.
Scheduled
Action
- Streak
Gets a full unified thread given a thread key.
Scheduled
Action
- Streak
Link multiple boxes together.
Scheduled
Action
- Streak
Create a new Meeting or Call Log on a box.
Scheduled
Action
- Streak
Update a contact by providing a contact key.
Scheduled
Action
- Streak
Find a box by name, key, or fuzzy query.
Scheduled
Action
- Streak
Searches for an existing contact by contact key, box key, or other information (like email address).
Scheduled
Action
- Streak
Searches for an existing organization.
Scheduled
Action
- Streak
Find or Create Box
Scheduled
Action
- Streak
Find or Create Box
Scheduled
Action
How InTouch Tool + Streak Integrations Work
- Step 1: Authenticate InTouch Tool and Streak.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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